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Puff Wealth Management’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Puff Wealth Management’s Portfolio QQQI Stock Details QQQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.08M Buy
+36,710
New +$2.02M 2.13% 15
2025
Q4 		$604K Buy
+11,244
New +$612K 0.78% 38

Other funds holding QQQI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Puff Wealth Management's QQQI Position: Q2 2026 in Review

Puff Wealth Management opened a new position in NEOS Nasdaq 100 High Income ETF (QQQI) in Q2 2026: 36,710 shares worth $2.08M. The stake represents 2.13% of the portfolio and ranks #15 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in QQQI as recently as Q4 2025.

Puff Wealth Management first reported a position in QQQI in Q4 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold QQQI as of Q2 2026.

  • Puff Wealth Management held 36,710 shares of NEOS Nasdaq 100 High Income ETF worth $2.08M as of Q2 2026.
  • NEOS Nasdaq 100 High Income ETF was a new Puff Wealth Management position in Q2 2026.
  • NEOS Nasdaq 100 High Income ETF made up 2.13% of Puff Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Puff Wealth Management first reported a position in NEOS Nasdaq 100 High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.